Estates

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

April 13, 2009

Completing your Enhanced Estate Plan(TM) our proprietary process (often consisting of a Will, Power of Attorney, Advanced Medical Directive and one or more Trusts), is often viewed as the end of the process. But, smart clients and estate and asset protection planners know that there is still a bit more to do. I can hear …

"Legacy Locker" Protecting Your Online Passwords and Accounts for Your Beneficiaries

April 8, 2009

By Douglas L. Kaune

Many of us have multiple email address, online bank and stock accounts and conduct social and business activity through sites such as LinkedIn and Facebook. I also have a significant number of clients who have business related websites that are responsible for generating a great deal of revenue. We do not necessarily want to make …

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

April 3, 2009

By Dave Frees

While this is only a budget bill, and only in the Senate, there was some movement on estate tax reform today. If this type of bill were to ultimately pass the house and senate it would allow many more couples, and individuals to do estate and asset protection planning for their heirs without some of …

Will Your Estate Owe Federal Estate Taxes?

March 30, 2009

By Douglas L. Kaune

Many of us are wondering whether or not our Executors, Administrators, beneficiaries or Trustees will have to pay estate taxes at the time of our death. I came across an excellent article in Smart Money that will help you answer the question, Will My Estate Owe Estate Taxes? This should help you get a …

The Top Mistakes of PA Executors and How To Avoid Them

March 16, 2009

By Dave Frees

I recently completed a great new report entitled “The Top Ten Mistakes Executors Make and How To Avoid Them.” This report is great for people who are or will be serving as executors of Pennsylvania estates for the obvious reason that it will help you to avoid personal liability. And, the report is also …

What Are Executor Fees In Pennsylvania?

March 15, 2009

By Dave Frees

In many states, the fees that executors can charge are set by statute. In Pennsylvania, executor fees must be reasonable. They are always subject to court review. In general, many executors charge fees ranging from 1% to 5% of the estates value. The Supreme Court has ruled that a three percent fee is, on the …

Beneficiary Designation Disaster

March 11, 2009

By Douglas L. Kaune

One of the most frequently neglected parts of the estate planning process is the proper use of beneficiary designations on life insurance, IRA’s, 401k’s, annuities and other similar assets. Failure to properly prepare and update a beneficiary designation can significantly change the disposition of assets someone intends to be carried out by his or her …

Taxes and Estate Planning – What Tax Systems Really Matter?

March 1, 2009

By Dave Frees

If you are a Pennsylvania resident, there are many different taxes and tax systems that have to be considered in creating any truly effective plan. In addition to the federal estate taxes, you should also consider the effect of gift taxes, state and federal income taxes, the Pennsylvania Inheritance Tax, and in many cases, the …

How long does probate take?

February 25, 2009

By Douglas L. Kaune

The length of the probate process in Pennsylvania (PA) or other states varies greatly from estate to estate. The determining factors include the assets involved in the estate, the experience of the Executor/Administrator and counsel and the ease in dealing with the beneficiaries. Contrary to common belief, the process is rarely impacted by the actual …

We Answer Your Questions About Pour Over Wills, Handwritten Wills and, Who Should Be executor

February 23, 2009

By Dave Frees

We have just posted the answers to some of your recent questions. Please enjoy this brief video and the answers to your questions. Just click below: What is a pour over will? Click Here. What is a Holographic or Handwritten Will and why avoid them? Click Here. Who should be the executor …

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Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

"Legacy Locker" Protecting Your Online Passwords and Accounts for Your Beneficiaries

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

Will Your Estate Owe Federal Estate Taxes?

The Top Mistakes of PA Executors and How To Avoid Them

What Are Executor Fees In Pennsylvania?

Beneficiary Designation Disaster

Taxes and Estate Planning – What Tax Systems Really Matter?

How long does probate take?

We Answer Your Questions About Pour Over Wills, Handwritten Wills and, Who Should Be executor

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